Weibo Corp
XMUN:2WBA
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
W
|
Weibo Corp
XMUN:2WBA
|
CN |
|
P
|
Puma SE
XBER:PUM
|
DE |
Weibo Corp
Weibo Corp runs one of China’s best-known social media platforms. Its main product is the Weibo app and website, where users post short messages, images, and videos, follow topics and public accounts, and join conversations around news, entertainment, sports, and daily life. The company’s main users are consumers, creators, celebrities, media outlets, and brands that want attention and engagement in a public feed. Weibo makes most of its money from advertising and marketing services sold to businesses. Brands pay to place ads, promote posts, and use tools that help them reach targeted audiences on the platform. It also earns from value-added services tied to content and user engagement, such as membership features and other online services. What makes Weibo’s business different is that it sits between social media and online advertising. It is not mainly a retailer or a subscription media company; instead, it sells access to a large, active audience that gathers around real-time conversation and trending content. That makes Weibo a useful channel for companies that want broad awareness, fast message spread, and direct interaction with Chinese internet users.
Weibo Corp runs one of China’s best-known social media platforms. Its main product is the Weibo app and website, where users post short messages, images, and videos, follow topics and public accounts, and join conversations around news, entertainment, sports, and daily life. The company’s main users are consumers, creators, celebrities, media outlets, and brands that want attention and engagement in a public feed.
Weibo makes most of its money from advertising and marketing services sold to businesses. Brands pay to place ads, promote posts, and use tools that help them reach targeted audiences on the platform. It also earns from value-added services tied to content and user engagement, such as membership features and other online services.
What makes Weibo’s business different is that it sits between social media and online advertising. It is not mainly a retailer or a subscription media company; instead, it sells access to a large, active audience that gathers around real-time conversation and trending content. That makes Weibo a useful channel for companies that want broad awareness, fast message spread, and direct interaction with Chinese internet users.
Revenue: Q4 net revenue was $473.3 million, up 4% year‑over‑year; full‑year 2025 revenue was $1.76 billion, roughly flat versus 2024.
Advertising: Q4 ad revenue was $403.8 million, up 5% YoY, with mobile ads contributing $379.2 million (≈94% of ad revenue); full‑year ad revenue was $1.5 billion, relatively flat.
Users: MAUs reached 567 million and average DAUs were 252 million in December 2025; intelligent search MAUs surpassed 80 million in December.
Profitability & cash: Q4 operating income was $100.4 million (21% margin); full‑year operating income was $523.6 million (30% margin). Cash, cash equivalents and short‑term investments totaled $2.41 billion.
AI focus: Management is prioritizing AI across product, video creation, recommendation, search and ad creative; AI‑generated ad creatives already account for 40% of consumption in promoted feed ads in December.
Costs & tax: Q4 total costs rose 16% (to $372.8 million); income tax expense increased to $31.3 million in Q4 (full‑year $144.5 million), driven by withholding tax accruals.
Capital return: Board approved an annual cash dividend of $0.61 per ADS (~$150 million) for fiscal year 2025, payable May 2026.
